BFOR vs. VYM
Compare and contrast key facts about ALPS Barron's 400 ETF (BFOR) and Vanguard High Dividend Yield ETF (VYM).
BFOR and VYM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BFOR is a passively managed fund by SS&C that tracks the performance of the Barron's 400. It was launched on Jun 4, 2013. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006. Both BFOR and VYM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFOR or VYM.
Correlation
The correlation between BFOR and VYM is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BFOR vs. VYM - Performance Comparison
Key characteristics
BFOR:
1.20
VYM:
1.78
BFOR:
1.75
VYM:
2.52
BFOR:
1.22
VYM:
1.32
BFOR:
2.34
VYM:
3.20
BFOR:
6.84
VYM:
10.37
BFOR:
2.76%
VYM:
1.85%
BFOR:
15.66%
VYM:
10.78%
BFOR:
-41.26%
VYM:
-56.98%
BFOR:
-6.03%
VYM:
-3.26%
Returns By Period
The year-to-date returns for both stocks are quite close, with BFOR having a 20.05% return and VYM slightly lower at 19.22%. Both investments have delivered pretty close results over the past 10 years, with BFOR having a 9.86% annualized return and VYM not far behind at 9.75%.
BFOR
20.05%
-5.81%
13.16%
18.87%
12.87%
9.86%
VYM
19.22%
-3.06%
10.91%
19.03%
10.05%
9.75%
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BFOR vs. VYM - Expense Ratio Comparison
BFOR has a 0.70% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
BFOR vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and Vanguard High Dividend Yield ETF (VYM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BFOR vs. VYM - Dividend Comparison
BFOR's dividend yield for the trailing twelve months is around 0.68%, less than VYM's 2.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOR ALPS Barron's 400 ETF | 0.68% | 1.26% | 1.68% | 0.92% | 0.98% | 0.69% | 0.94% | 0.60% | 0.78% | 0.86% | 0.72% | 0.18% |
VYM Vanguard High Dividend Yield ETF | 2.70% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
Drawdowns
BFOR vs. VYM - Drawdown Comparison
The maximum BFOR drawdown since its inception was -41.26%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for BFOR and VYM. For additional features, visit the drawdowns tool.
Volatility
BFOR vs. VYM - Volatility Comparison
ALPS Barron's 400 ETF (BFOR) has a higher volatility of 4.62% compared to Vanguard High Dividend Yield ETF (VYM) at 3.74%. This indicates that BFOR's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.